SRI: Conference Spotlight: ESG Investing Track

23rd Annual Conference, October 2-4, 2012

Conference Spotlight: ESG Investing Track

Join us at these breakout sessions highlighting ESG investing!

The Alphabet Soup in ESG Investing

CDP, GRI, SASB, ESG, what does it all mean when you are looking at evaluating a company? CDP gathers environmental data. GRI produces a reporting framework. SASB’s standards inform on materiality. Speakers will discuss these tools and how to use them to rate, rank and view your portfolios.

Jennifer Eastes

Jennifer Eastes
Environmental Resources Management (ERM)

Chris Fowle

Chris Fowle
Carbon Disclosure Project (CDP)

Katie Eulitt

Katie Eulitt
Sustainable Accounting Standards Board (SASB)

Alex Lamb

Alex Lamb
Ernst & Young

Register!

ESG Integration: Perspectives on Materiality and Performance

ESG ratings, factors and analysis are increasingly being integrated into corporate management decision-making, and portfolio manager investment strategies. However, there remains much debate on the materiality of ESG data. This panel will discuss these issues from three different but intertwined ESG perspectives – corporate sustainability, ESG ratings, and integration of ESG factors into portfolio management.

Kimberly Gladman

Kimberly Gladman
GMI Ratings

Kathee Rebernak

Kathee Rebernak
Framework LLC

Natalie Trunow

Natalie Trunow
Calvert Investments

Tom Kuh

Tom Kuh
MSCI ESG Indices

Reserve your room!  Password: SRI

The Quant’s View of ESG Integration 

Do ESG factors add alpha? Are portfolios taking on unmanaged risks? How does modern portfolio theory handle ESG integration? This panel will look at quantitative methods of integrating ESG data into portfolio construction and risk optimization.

Anton Bertolotti

Anton Bertolotti
Quotient Investors LLC

Doug Cogan

Doug Cogan
MSCI ESG Research

Christine Jantz

Christine Jantz
Jantz Morgan

Liz Michaels

Liz Michaels
Aperio Group

Register!

Value and Values: Strategies for ESG Integration

Leading practitioners offer practical, strategic approaches to ESG integration. Learn an alternative to modern portfolio theory supporting an evolutionary approach to asset allocation, and a portfolio construction framework leveraging new ESG data and screening tools to efficiently build portfolios. A longtime advisor shares about building portfolios with heart and soul.

Hal Brill

Hal Brill
Natural Investments

Kathy Leonard

Kathy Leonard
UBS Financial Services

Anton Loukine

Anton Loukine
Pavilion Corporation

Stuart Valentine

Stuart Valentine
Centerpoint Investment Strategies

Join Us in the Exhibit Hall

High visibility. Access to investors and asset managers with influence over investment portfolios worth more than $1 trillion. One of the most cost effective sponsorship opportunities available from any financial conference!

Sponsor!

Questions?

Conference Coordinator Krystala Kalil
[email protected] | 888.774.2663
www.SRIconference.com
FAQs: Click here

Top-Level Sponsors

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A Project of First Affirmative Financial Network, LLC, Independent Registered Investment Advisor (SEC File #801-56587)
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